| APP |
AppLovin Corporation |
90.08B |
14.22% |
|
|
|
|
|
264.97 |
-2.72% |
91.96% |
100.51% |
|---|
| AAPL |
Apple Inc. |
3.34T |
6.42% |
|
|
|
|
|
222.13 |
1.94% |
33.92% |
79.00% |
|---|
| PLTR |
Palantir Technologies Inc. |
197.95B |
4.36% |
|
|
|
|
|
84.40 |
-1.69% |
78.83% |
79.79% |
|---|
| ANET |
Arista Networks, Inc. |
97.71B |
3.73% |
|
|
|
|
|
77.48 |
-0.59% |
51.88% |
71.26% |
|---|
| AAOI |
Applied Optoelectronics, Inc. |
771.33M |
3.72% |
|
|
|
|
|
15.35 |
-6.29% |
113.01% |
42.66% |
|---|
| FICO |
Fair Isaac Corporation |
45.03B |
3.59% |
|
|
|
|
|
1,844.16 |
0.49% |
43.89% |
57.34% |
|---|
| KLAC |
KLA Corporation |
90.34B |
2.78% |
|
|
|
|
|
679.80 |
0.92% |
43.41% |
49.67% |
|---|
| NTNX |
Nutanix, Inc. |
18.62B |
2.48% |
|
|
|
|
|
69.81 |
-1.70% |
41.73% |
48.11% |
|---|
| COHR |
Coherent, Inc. |
10.06B |
2.42% |
|
|
|
|
|
64.94 |
-1.20% |
72.57% |
78.75% |
|---|
| GDDY |
GoDaddy Inc. |
25.46B |
2.42% |
|
|
|
|
|
180.14 |
0.70% |
33.47% |
61.37% |
|---|
| TDS |
Telephone and Data Systems, Inc. |
4.15B |
2.41% |
|
|
|
|
|
38.74 |
0.57% |
59.20% |
18.37% |
|---|
| COMM |
CommScope Holding Company, Inc. |
1.15B |
2.27% |
|
|
|
|
|
5.31 |
-1.12% |
79.62% |
20.17% |
|---|
| SMTC |
Semtech Corporation |
2.98B |
2.21% |
|
|
|
|
|
34.40 |
-1.85% |
71.40% |
53.69% |
|---|
| MSFT |
Microsoft Corporation |
2.79T |
2.19% |
|
|
|
|
|
375.39 |
-0.90% |
32.79% |
76.44% |
|---|
| VERX |
Vertex, Inc. |
5.54B |
2.06% |
|
|
|
|
|
35.01 |
-1.52% |
40.13% |
74.24% |
|---|
| MTSI |
MACOM Technology Solutions Holdings, Inc... |
7.46B |
2.05% |
|
|
|
|
|
100.38 |
1.94% |
58.74% |
97.91% |
|---|
| AUR |
Aurora Innovation, Inc. |
11.70B |
2.04% |
|
|
|
|
|
6.73 |
0.60% |
99.93% |
45.83% |
|---|
| QTWO |
Q2 Holdings, Inc. |
4.86B |
2.00% |
|
|
|
|
|
80.01 |
-1.03% |
44.09% |
54.57% |
|---|
| GWRE |
Guidewire Software, Inc. |
15.72B |
1.96% |
|
|
|
|
|
187.36 |
-0.06% |
33.01% |
39.84% |
|---|
| TTD |
The Trade Desk, Inc. |
27.15B |
1.96% |
|
|
|
|
|
54.72 |
-2.02% |
56.16% |
66.04% |
|---|
| MSI |
Motorola Solutions, Inc. |
73.09B |
1.95% |
|
|
|
|
|
437.81 |
1.11% |
26.76% |
74.01% |
|---|
| ZETA |
Zeta Global Holdings Corp. |
3.22B |
1.93% |
|
|
|
|
|
13.56 |
-1.45% |
73.66% |
27.06% |
|---|
| IDCC |
InterDigital, Inc. |
5.31B |
1.93% |
|
|
|
|
|
206.75 |
-1.57% |
44.61% |
65.28% |
|---|
| SITM |
SiTime Corporation |
3.61B |
1.85% |
|
|
|
|
|
152.87 |
0.30% |
89.87% |
62.90% |
|---|
| ORCL |
Oracle Corporation |
391.04B |
1.83% |
|
|
|
|
|
139.81 |
-0.75% |
39.04% |
51.28% |
|---|
| IOT |
Samsara Inc. |
21.82B |
1.76% |
|
|
|
|
|
38.33 |
-1.54% |
49.18% |
34.43% |
|---|
| NTAP |
NetApp, Inc. |
18.13B |
1.75% |
|
|
|
|
|
87.84 |
-0.63% |
32.06% |
46.72% |
|---|
| MANH |
Manhattan Associates, Inc. |
10.58B |
1.74% |
|
|
|
|
|
173.04 |
-0.25% |
47.22% |
99.14% |
|---|
| PI |
Impinj, Inc. |
2.59B |
1.74% |
|
|
|
|
|
90.70 |
-1.20% |
82.14% |
71.79% |
|---|
| VRNS |
Varonis Systems, Inc. |
4.55B |
1.56% |
|
|
|
|
|
40.45 |
-2.86% |
54.73% |
74.12% |
|---|
| AVPT |
AvePoint, Inc. |
2.93B |
1.55% |
|
|
|
|
|
14.44 |
-1.23% |
39.84% |
45.59% |
|---|
| STX |
Seagate Technology Holdings plc |
17.98B |
1.44% |
|
|
|
|
|
84.95 |
0.04% |
47.93% |
101.13% |
|---|
| ACIW |
ACI Worldwide, Inc. |
5.76B |
1.42% |
|
|
|
|
|
54.71 |
0.79% |
34.71% |
14.53% |
|---|
| BDC |
Belden Inc. |
4.04B |
1.39% |
|
|
|
|
|
100.25 |
-0.63% |
52.08% |
61.38% |
|---|
| CVLT |
Commvault Systems, Inc. |
6.94B |
1.36% |
|
|
|
|
|
157.76 |
-2.61% |
36.06% |
65.06% |
|---|
| PAR |
PAR Technology Corporation |
2.47B |
1.31% |
|
|
|
|
|
61.34 |
-0.16% |
46.92% |
48.69% |
|---|
| ALKT |
Alkami Technology, Inc. |
2.68B |
1.31% |
|
|
|
|
|
26.25 |
-0.61% |
41.79% |
69.62% |
|---|
| MPWR |
Monolithic Power Systems, Inc. |
27.76B |
1.22% |
|
|
|
|
|
579.98 |
0.02% |
76.29% |
67.34% |
|---|
| YOU |
Clear Secure, Inc. |
2.49B |
1.14% |
|
|
|
|
|
25.91 |
-2.41% |
58.06% |
58.38% |
|---|
| NSIT |
Insight Enterprises, Inc. |
4.77B |
1.06% |
|
|
|
|
|
149.99 |
-1.72% |
29.51% |
74.98% |
|---|
| PLUS |
ePlus inc. |
1.62B |
0.74% |
|
|
|
|
|
61.03 |
-1.45% |
35.94% |
42.99% |
|---|
| MAX |
MediaAlpha, Inc. |
619.60M |
0.70% |
|
|
|
|
|
9.24 |
-1.18% |
77.46% |
52.33% |
|---|
| AGPXX |
Invesco Government & Agency Portfolio |
|
0.03% |
|
|
|
|
|
|
|
|
|
|---|